AI

Atom Investors Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.31M
3
+$3.99M
4
HON icon
Honeywell
HON
+$3.97M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.97M

Top Sells

1
+$22.6M
2
+$7.41M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.97M
5
AMT icon
American Tower
AMT
+$3.09M

Sector Composition

1 Technology 17.18%
2 Healthcare 12.76%
3 Financials 12.72%
4 Industrials 10.59%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.48M 0.26%
175,259
+98,759
127
$1.47M 0.26%
167,018
+52,320
128
$1.46M 0.26%
+23,610
129
$1.46M 0.26%
9,228
+2,034
130
$1.43M 0.25%
16,999
+1,563
131
$1.42M 0.25%
15,678
-4,357
132
$1.42M 0.25%
3,668
-825
133
$1.41M 0.25%
89,328
-86,870
134
$1.39M 0.25%
8,176
-1,490
135
$1.38M 0.24%
+111,232
136
$1.34M 0.24%
39,456
+29,666
137
$1.34M 0.24%
+77,826
138
$1.34M 0.24%
139,090
+109,441
139
$1.34M 0.24%
11,970
+60
140
$1.33M 0.24%
+13,335
141
$1.32M 0.23%
+17,994
142
$1.32M 0.23%
22,753
+8,338
143
$1.32M 0.23%
30,409
-16,560
144
$1.31M 0.23%
47,799
-15,750
145
$1.31M 0.23%
22,362
-2,439
146
$1.3M 0.23%
6,541
+4,626
147
$1.3M 0.23%
13,484
+8,858
148
$1.3M 0.23%
+9,880
149
$1.3M 0.23%
+22,621
150
$1.3M 0.23%
22,424
-14,585
4 5
6
7 8